异动解读|建滔集团盘中上涨3.21%,覆铜板供需持续紧张叠加花旗上调目标价

行情直击
May 22

5月22日,建滔集团盘中上涨3.21%,报56.3港元,成交额1.11亿港元,近期连续刷新上市新高。

消息面上,全球覆铜板供需持续紧张,韩国PCB厂商出现恐慌性抢购,单笔预购量达正常月份5倍以上,部分高端产品交货周期由2至4周延长至6周以上。韩国3月覆铜板进口均价同比上涨74.5%,创2000年以来新高。建滔积层板年内已三次提价,累计涨幅超40%。此外,花旗将建滔集团目标价由48港元大幅上调至65港元,重申买入评级,上调盈利预测50%至61%,认为当前市净率仅0.8倍,估值存在明显修复空间。同业建滔积层板今日盘中涨7.3%,板块联动效应显著。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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